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Questions tagged [mail-merge]

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Read a word document (Docx) and modify it in Salesforce

How can we open/read a word document (docx) and modify it from Salesforce (apex, aura, lwc or Appexchange)? The document is a mail merge template. I need to do this, because mail merge is not ...
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76 views

Automate Mail Merge Process

Is there a way to set a trigger to generate a mail merge once a field has been checked? I want to generate a donor thank you letter (mail merge document already created and successfully tested) ...
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0 answers
103 views

Send Document PDF/Word with attached file - merged fields [duplicate]

Is there a way, out of the box Salesforce functionality, Lightning Experience, to send somehow an e-mail with an attachment (word or pdf) and merged fields? More specifically, my requirement is: I am ...
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0 answers
55 views

Formula field in word template mail merge

I'm trying to include a formula field in my word template to do mail-merging but my formula field does not appear. Other custom fields shows properly but not my formula fields. Any help?? Thanks in ...
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  • 33
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1 answer
46 views

How can I remove permission for Extended Mail Merge from a profile?

I checked the below Salesforce Help Link for setup of Extended Mail Merge:- https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_productivity_ex_mail_merge_setup.htm But I ...
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0 votes
1 answer
948 views

Merge field not populating

This is my code to send an email in apex. I have created a text Email Template where i need to use first name from contact. How ever the {!Contact.firstname} field is not populating.When i press "send ...
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  • 39
1 vote
0 answers
283 views

API to render word document with Merge fields

I was trying to render the word documents attached to the Mail Merge Templates with Merge fields in the code(Apex class). I was hoping Salesforce would be having some API similar to Messaging....
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  • 361
4 votes
1 answer
2k views

Why does Messaging.renderEmailTemplate() return a "Field Custom_Field__c does not exist" even when the field does exists?

When running the code below anonymously I get a (paraphrased) error: "Field Custom_Field__c does not exist" Code: Id bankId = 'a1e630000000oOG'; Id contactId = '00363000009GnPE'; //verify ...
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1 answer
331 views

Restrict users to access mail merge template

How can I restrict users to access mail merge templates? When users are taken to the mail merge page, I only want to give access to particular templates for that particular user.
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1 vote
0 answers
334 views

Custom Mail Merge Button to skip Page with Generate button

I am trying to create a custom mail merge button that skils the Generate page. I started out with this URL in a dev environment using the below for formula : IF(CONTAINS($Profile.Name,"Business ...
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  • 609
2 votes
1 answer
271 views

How to dynamically add image in email merge template?

I was trying to add image in the mail merge template I follow this link to add image in the doc page here. But when I select the mail merge template which I was created it show success message, but ...
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1 vote
1 answer
3k views

Export data to a word template

Is there a way I can export to a word document? I have a fair amount of government (difficult to change) forms that are auto-filled out by a legacy system. It's high value to the users to be able to ...
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  • 1,580
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0 answers
569 views

How to include fields of related object in Mail Merge template?

I am creating a mail merge template on opportunity. On Opportunity, we have a custom Account lookup field named Supplier Name (API name is SupplierName__c). I want to include this Account fields like ...
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  • 525
1 vote
1 answer
198 views

Need help with Visual Force and a Mail Merge Word Document

Just upgraded to Office 365 and unfortunately Salesforce native MailMerge functionality is not supported. We are an operation of 3 users on a Professional Edition. So most Apps are needing Enterprise ...
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  • 111
0 votes
1 answer
761 views

Mass Mail Merge of Custom Objects

With Extended Mail Merge enabled, mail merges have become a large part of my organizations workflow. Mass Mail Merge makes everything better, as its just less clicks and more happiness. Right now, out ...
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3 votes
1 answer
886 views

Mail Merge IF Statement works but I have to manually "Update the Merge Field"

I run my mail merge and the output in the Word Document appears to be blank. I right click where the output should be and select Update Field. I can then see the result so the IF Statement is working ...
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2 votes
1 answer
96 views

How to export Oppty + related Activity Data as PDF?

The Extended Mail Merge feature allows Admins to create a Mail Merge template with numerous fields, which users can use to export data in PDF format when they go on the "Activity History" section on ...
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0 answers
394 views

Unable to perform mail merge using Office 2013

I'm attempting to perform a mail merge on a simple contact object in Salesforce, but I'm receiving the following error: Exception: CMMHost::GenMailMerge:Exception The mail merge feature is only ...
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4 votes
3 answers
3k views

write if/else condition for mail merge template

Does anyone have an example of an If statement in a microsoft word mail merge template? I would like to use salutation on some of my labels but not all records have data so salesforce replaces it with ...
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  • 2,061
4 votes
1 answer
1k views

Mail Merge Button

I'm a newbie...and am looking for direction to create a mail merge button and add it to the task page. I understand how to create a button and add to the page but need some help in creating the code ...
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1 vote
0 answers
323 views

Can you link related lists to mail merge objects

We are trying to create a MS word mail merge document and having an issue when trying to link related lists. We are working with Contacts, Application (custom object) and Scholarships (custom object)....
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  • 1,025
2 votes
2 answers
3k views

creating Mail Merge templates with if fields

I've never had any problems with standard, non-conditional merge fields, but I can't for the life of me figure out how to insert a working if...then formula into my Mail Merge documents. I am ...
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1 vote
1 answer
7k views

How do you create a Mail Merge template that contains an object's custom fields?

I am trying to create a Mail Merge Template in Word 2013 for an instance in Salesforce that has Extended Mail Merge enabled. The "template" document needs to populate information from fields on the ...
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  • 397
3 votes
1 answer
369 views

Changing the position of login information in password reset / New user email template

If I create a new user for my portal through my force.com site (Develop -> Sites), it triggers an email to the user with the username and password appended at the end. I have to change the position ...
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  • 3,102
1 vote
1 answer
1k views

Mail merge templating functionalty rebuild for custom object

I want to build more or less the same functionality as the mail merge. I was wondering if there are any standard methods or classes that can aid me. I've made a custom object named "correspondance" ...
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5 votes
2 answers
3k views

How to generate letters in salesforce

how to generate letters in salesforce from templates, and then to print via some button (print button). I am in confusion about this. As I am confused in merge mail and generating letters. Thanks in ...
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3 votes
2 answers
1k views

Mail merge into Word template including child objects?

Is it possible to use standard Salesforce Mail Merge (with a Word template) from a Master object in a Master-Detail relationship to include information from the related Detail records, for example in ...
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  • 519